Bleakley Financial Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
27,922
+1,496
| +6% | +$136K | 0.06% | 250 |
|
|
2025
Q1 | $2.07M | Buy |
26,426
+1,082
| +4% | +$84.7K | 0.07% | 236 |
|
|
2024
Q4 | $1.88M | Buy |
25,344
+228
| +0.9% | +$16.9K | 0.06% | 270 |
|
|
2024
Q3 | $1.63M | Sell |
25,116
-1,408
| -5% | -$91.3K | 0.05% | 290 |
|
|
2024
Q2 | $1.95M | Buy |
26,524
+413
| +2% | +$30.4K | 0.06% | 284 |
|
|
2024
Q1 | $1.89M | Sell |
26,111
-8,931
| -25% | -$646K | 0.05% | 302 |
|
|
2023
Q4 | $2.41M | Sell |
35,042
-10,001
| -22% | -$688K | 0.08% | 246 |
|
|
2023
Q3 | $2.47M | Sell |
45,043
-1,917
| -4% | -$105K | 0.09% | 207 |
|
|
2023
Q2 | $2.66M | Buy |
46,960
+22,953
| +96% | +$1.3M | 0.08% | 208 |
|
|
2023
Q1 | $1.26M | Sell |
24,007
-3,961
| -14% | -$207K | 0.04% | 342 |
|
|
2022
Q4 | $2.33M | Buy |
+27,968
| New | +$2.33M | 0.08% | 220 |
|